Tag: M&A

Be the preferred buyer – Have your ducks in a row

Your ability and willingness to close a transaction can help position you as a preferred buyer. Just like in buying a house, sellers look favorably upon buyers for whom financing is not a contingency of closing.  If you already have financing secured not only do you have the willingness to close a transaction quickly, you …

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Tax Inversions: Foreign Acquisitions for a Lower Tax Rate

As tax day approaches in the U.S. I thought it’d be appropriate to discuss a business tax trend. As you may be with your own return, U.S. corporations are looking for more tax advantages.  Many are seeking tax inversions, where they reincorporate in a new country with a lower tax rate as a result of …

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Mega Deals Drive Confidence In Q1 2014

The first quarter of 2014 closed on a positive note for M&A with large transactions driving deal confidence. Click on the graphic for a closer look at M&A highlights from Q1 2014.     Feature Photo Credit: dannymac15_1999 via Compfight cc

Credit Union Trends: Non-Interest Income Infographic

Non-interest income is a hot topic in the credit union industry. Check out Capstone’s infographic on non-interest income below. Click on the image for a closer look.   How can you generate more non-interest income? Many credit unions and CUSOs are turning to external growth and mergers and acquisitions to generate more non-interest income. Find …

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Finding the Best Acquisition Opportunities

“The best opportunities are the ones we’re pursuing and not the other way around.” This comment in The Wall Street Journal from Smadar Levi, CFO of MyHeritage.com, is one I wholeheartedly agree with. She is quoted in an article about the growing number of startups seeking to be acquired. With fewer financing options available to …

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What Consolidation Means for the Middle Market

Last week, Sysco announced it would buy rival US Foods for nearly $3.5 billion. Sysco is already a huge player in the food industry with customers ranging from the US military to schools to five-star restaurants. This deal brings together the two largest food distributors in the US, increasing Sysco’s share of the food distribution …

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Sharing Successful Acquisitions with the Chief Executives Club

The Chief Executives Club of Rhode Island has invited me to speak at its breakfast meeting on November 7 in Providence, Rhode Island. The club, whose members are senior executives, annually hosts 10 of these meetings, where America’s top business thought leaders and authors share their views on a wide variety of leadership topics. I …

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Do You Need a M&A Advisor?

From my perspective of largely successful acquisitions, most acquisitions end in failure because they are missing a third-party advisor. A third-party advisor can play an irreplaceable role on your acquisition team as an ‘‘outside insider’’ who can unearth hidden intelligence, resolve stubborn conflicts, help cooler heads prevail, and maintain a strategic perspective from beginning to …

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Key Insights from “M&A as Competitive Advantage”

By John Dearing, Managing Director McKinsey & Company recently published an article on using M&A as a tool to give your company a competitive advantage. The article addresses some key aspects of M&A we find important at Capstone. You should develop your strategy first when approaching M&A and always have a full pipeline of acquisition …

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How Businesses Can Prepare for the Future During the Shutdown

As the U.S. government shutdown continues into its second week, business leaders are becoming more concerned with its effect on the economy. The Wall Street Journal reports limited signs of economic damage, but that a prolonged shutdown may cause more widespread damage. According to economists, a long shutdown risks “restraining key parts of the economy …

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